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Walker & Dunlop
WD

Overview Fund Activity

217 hedge funds and large institutions have $2.08B invested in Walker & Dunlop in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-25
Holders Change %
-10.33%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
84
Reduced
67
Closed
48
Calls
$2.06M
Puts
$1.5M
Net Calls
+$568K
Net Calls Change
+$979K

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$20.1M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.5M
3
VC
3
Voss Capital
Texas
$17.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$296M
5
BlackRock
5
BlackRock
New York
$401M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$173M
2
HCM
2
Harspring Capital Management
New York
$5.42M
3
Bank of America
3
Bank of America
North Carolina
$22.5M
4
MAP
4
Moody Aldrich Partners
Massachusetts
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
176
SouthState Corp
Florida
$23.7K – – –
SO
177
STRS Ohio
Ohio
$23K -$15.3K -200 -40%
HNB
178
Huntington National Bank
Ohio
$22.1K – – –
EWA
179
EverSource Wealth Advisors
Alabama
$21.8K +$16.3K +206 +294%
CA
180
Continuum Advisory
Idaho
$21K – – –
Nomura Asset Management
181
Nomura Asset Management
Japan
$20.6K +$11.9K +150 +136%
CTA
182
Colonial Trust Advisors
South Carolina
$19.7K +$79 +1 +0.4%
PA
183
Parallel Advisors
California
$16.1K +$13.2K +167 +464%
RBC
184
Roble Belko & Company
Pennsylvania
$16K – – –
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$12.1K +$2.77K +35 +30%
RDFA
186
Ritter Daniher Financial Advisory
Ohio
$10.3K +$10.3K +130 New
TFA
187
Toth Financial Advisory
Virginia
$7.91K – – –
TC
188
Truvestments Capital
Florida
$7.43K – – –
GIA
189
GHP Investment Advisors
Colorado
$6.64K – – –
CFGS
190
Concourse Financial Group Securities
Alabama
$5.93K – – –
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$4K +$4K +52 New
SIC
192
Salem Investment Counselors
North Carolina
$3.96K +$3.96K +50 New
QL
193
Quarry LP
New York
$3.8K +$3.8K +48 New
LC
194
Lindbrook Capital
California
$3.4K +$2.14K +27 +169%
FFA
195
Farther Finance Advisors
California
$3.16K – – –
CWP
196
Concord Wealth Partners
Virginia
$2.93K – – –
MTIC
197
Missouri Trust & Investment Company
Missouri
$2.77K – – –
GEA
198
Glen Eagle Advisors
New Jersey
$2.72K +$78 +1 +3%
NA
199
NewEdge Advisors
Louisiana
$2.37K – – –
BAAM
200
Baker Avenue Asset Management
California
$2.22K +$2.22K +28 New
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